Meet the Team 

Blue Rose Capital Advisors is managed by independent advisory professionals with more than 170 years of combined experience in public finance, with a particular focus on higher education institutions. We commit a minimum of two members of our team to every client, to provide consistent and accessible service. 

Leadership Team 

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B.J. "Johan" Rosenberg 
Chairman and General Partner Tril Fund LLP
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Erik Kelly
Ann Bolin 
Director of Accounting & Administration 

Team Members 

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John Elliott
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Brandon H. Lippold 
Assistant Vice President
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James M. McNulty
Managing Director
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Diane Miller 
Business Assistant
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Megan Roth 
Marketing Manager
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Scott A. Talcott
Senior Vice President 
Georgina M. Walleshauser
Assistant Vice President
Maxwell S. Wilkinson
Assistant Vice President